Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-84,180
Closed -$1.76M 194
2022
Q4
$1.76M Buy
84,180
+712
+0.9% +$14.9K 0.05% 159
2022
Q3
$1.35M Buy
83,468
+13,200
+19% +$214K 0.07% 78
2022
Q2
$1.19M Buy
70,268
+37,761
+116% +$638K 0.07% 77
2022
Q1
$637K Buy
+32,507
New +$637K 0.02% 84